Fifteen connected modules — from the first lead to a paid, delivered order. Here's exactly what each one does.
Web booking form + Chrome extension auto-fill.
Build, preview, e-send, convert.
Mobile signing, auto-conversion.
Order-driven dispatch center.
Multi-policy + expiry alerts.
On-the-fly PDFs, balances.
Ask your data in plain English.
Lock-screen push + desktop chime.
Admins, agents, per-agent mailbox.
A branded, mobile-optimized booking form lets customers request a quote in their own words. A companion Chrome extension scrapes load-board and email details straight into a new record, so your team types as little as possible.
Build a quote with full vehicle, route, transport-type, and pricing detail — including Carrier Pay Terms, "Due at," and Broker Fee Method. Before anything sends, you see an editable rendered-email preview and can set or change the recipient on the spot. The email field is optional, so you can save a quote now and add the address later.
Send an order for signing and the customer reviews it and e-signs on a mobile-first page. Signed orders are created automatically — or convert a quote to an order manually when you don't need a signature. Cross-tab updates mean a teammate's send refreshes your list instantly, no reload.
The Carrier Dispatch Center reads from your live orders — there's no separate carrier list to maintain. Assign a carrier, set per-vehicle carrier pay, and capture the route, delivery, and driver in a clean popup with a route strip and rich vehicle detail.
Each interested carrier carries multiple insurance policies on file, with the actual documents uploaded and stored privately. TruxCRM tracks expiry dates and flags policies before they lapse, so you can confirm coverage at a glance before assigning a load.
Generate a polished PDF invoice on demand and email it as an attachment — never stored, always reflecting the latest numbers. The model is broker-fee-driven: payment received, balance due, and total due to carrier always sum to the total tariff. Invoices include the full shipment, every vehicle, and delivery & driver detail.
Powered by a fast, modern model with tool-calling, the in-app assistant answers questions about orders, customers, dispatches, schedules, and financials — in plain English. It can look up records and surface drivers, scheduled dates, and tariffs, but it can never change anything. Access is controlled per company by the super-admin.
Live updates stream in over a persistent connection, are backed by a durable notifications store, and reach you on a locked phone once the app is installed to your home screen.
On order signed / assigned, to all admins and the assigned agent. Android (Chrome) and iPhone (Add to Home Screen, iOS 16.4+).
A full PWA: add TruxCRM to your phone's home screen and launch it like a native app — under your platform's brand.
Notifications survive reloads and offline gaps, with two-tier auto-pruning and idle-device cleanup that keeps everything lean.
TruxCRM has three roles: a super-admin (the platform owner), company admins (full panel), and agents (a restricted, role-gated view). Each agent can send from their own mailbox — SMTP or Resend — with a company-email fallback, so customers always see your brand. Email sending runs on a verified domain.
The customer booking form, the signing page, and the admin panel itself are all optimized for mobile — compact dashboards, pull-to-refresh, paginated lists that load 30 at a time to keep data usage low, and forms that open in place.
Two-up KPI cards and a tightened layout make the dashboard usable on a small screen.
A natural pull refreshes lists — tuned so scrolling up never triggers it by accident.
Lists load 30 records at a time and fetch more only as you scroll — easy on bandwidth and the database.
Book a demo and we'll walk you through every module with your brokerage in mind.